+32,991.5%
GILD vs WY
+523.8%
+32,467.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | -4.8% | -4.2% | -0.7% | -3.8% |
| 30D | +5.8% | -10.1% | +15.9% | +8.6% |
| 3M | +14.9% | -8.5% | +23.4% | +17.2% |
| 6M | -0.4% | -3.3% | +3.0% | +0.1% |
| YTD | +18.5% | -4.4% | +22.9% | +19.1% |
| 1Y | +25.1% | -11.5% | +36.6% | +27.9% |
| 3Y | +105.9% | -24.3% | +130.2% | +116.5% |
| 5Y | +143.0% | -21.3% | +164.3% | +148.9% |
| 10Y | +162.4% | +7.0% | +155.4% | +129.9% |
| All | +32,991.5% | +523.8% | +32,467.7% | +16,048.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling